Adding a new client registers a person or household receiving care, allowing their visits to be scheduled, tracked, and managed in the system.
Click Actions, then click Add Client.
Complete the Basic Details tab, including:
Client name
Address
Contract
Click Save, then open the Misc. Details tab.
Enter the client Start Date.
Click Save and Close.
đ Note: If you do not have permission to add a new client, contact your in-house user administrator.